AE Wealth Management’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

AE Wealth Management’s Portfolio BKHY Stock Details BKHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.15M	Sell	45,200 -999	-2%	-$47.5K	0.01%	633
2026 Q1	$2.19M	Buy	46,199 +27,692	+150%	+$1.33M	0.01%	620
2025 Q4	$890K	Buy	+18,507	New	+$894K	0.01%	843
2024 Q1	–	Sell	-13,789	Closed	-$656K	–	1232
2023 Q4	$656K	Buy	+13,789	New	+$631K	﹤0.01%	1311

Other funds holding BKHY

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AE Wealth Management's BKHY Position: Q2 2026 in Review

AE Wealth Management reduced its BNY Mellon High Yield Beta ETF (BKHY) stake by 2.2% in Q2 2026, selling an estimated $47.5K and leaving 45,200 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #633.

AE Wealth Management first reported a position in BKHY in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.19M in Q1 2026. 41 funds tracked by Wall St. Rank hold BKHY as of Q2 2026.

AE Wealth Management held 45,200 shares of BNY Mellon High Yield Beta ETF worth $2.15M as of Q2 2026.
AE Wealth Management sold 999 BNY Mellon High Yield Beta ETF shares in Q2 2026, an estimated $47.5K.
BNY Mellon High Yield Beta ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #633 holding.
AE Wealth Management first reported a position in BNY Mellon High Yield Beta ETF in Q4 2023 and has held it in 4 quarters since.
AE Wealth Management's BNY Mellon High Yield Beta ETF position peaked at $2.19M in Q1 2026.
41 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.